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IFB175: Too Much Money For a Roth, Selling Tesla and Netflix Podcast Ep.

IFB175: Too Much Money For a Roth, Selling Tesla and Netflix IFB175: Too Much Money For a Roth, Selling Tesla and Netflix
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Length
43m
Country
United States
Release Dates
2020-10-29
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Announcer (00:02):I love this podcast because it crushes your dreams and getting rich quick. They got me into reading stats for anything you're tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern. A step-by-step premium investing guide for beginners. Your path to financial freedom starts now.Dave (00:32):All right, folks, we'll welcome to Investing for Beginners podcasts. Tonight is episode 175 tonight. Andrew and I are going to answer a great listener question that we got recently. It's a, in three parts. It's a little bit longer, but we got some great stuff in here. We thought we had unpacked for you guys. So we could talk a little bit about some stuff. So I'm going to go ahead and turn over to my friend, Andrew, and let him chat a little bit. And then we'll do us; we'll give and take, Andrew. Tell me all about it.Andrew (00:59):Yeah, let's, let's dig into this. So got, they got the email here from Mike. He says hello, Andrew. I am extremely grateful for your advice. I've listened to and read your ebook. And I'm starting research on fenders with your VTI spreadsheets. And I'll just say, that's a great start.Andrew (01:15):So moving on, I want to begin funding a Roth 401k for future tax-free distributions to complement my 401k, but between my salary and my wife's, we don't qualify for the fund. The Roth, I am 37 and already have a 401k I've been investing in for 12 years. I recently read about alternatives to funding a Roth from two avenues, either a backdoor Roth conversion or distributing money from my 401k and rolling over to a Roth IRA. So there's a lot of terms. There is a lot of jargon. I know we tend to get a good influx of beginners who tune into our shows. So Dave, maybe you can give us a brief overview of that. I can then talk about some of these things with the backdoor Roth because, you know, once you start to make a certain salary and become a high-income earner, some of the rules on ROS change. So why don't you start on that first?Dave (02:11):Okay, thanks. I sure will. All right. So I guess a brief overview of the retirement accounts. So when we're talking about retirement accounts, there's kind of two types of accounts that you can invest in that are, have to do with taxes. So the first is what's called a traditional, and the other one is called a Roth. And the main difference between them easily, I guess, is that one is with a traditional, you have to decide whether you want to pay your taxes now or later. So with a traditional, you invest your money, and you pay your taxes at a much later time. Preferably when you are retired and are starting to receiveDave (a href="https://www.
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